2xideas

RIASEC RegisteredEst. 2023
Total AUM
$79.7M
Discretionary
$79.7M
100% of AUM
Avg account
$79.7M
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
328190
Registered since
November 6, 2023
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Subscription Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Portfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

2xideas is a corporation registered with the SEC in 2023 that operates as an institutional registered investment adviser focused on serving institutional clients. The firm provides portfolio management for businesses and institutions and also publishes periodicals or newsletters, indicating a research or content-distribution component alongside discretionary portfolio work. Ownership is split between an individual and a foreign entity. Fee arrangements include a percentage-of-AUM schedule and subscription fees, reflecting a hybrid revenue model that combines traditional asset-based advisory fees with paid publishing or research subscriptions. The adviser identifies itself as an active ESG investor and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • Stephan Welti

    Financial Advisor and Registered RepresentativeCRD 7677235

  • Daniel Sigg

    Financial Advisor and Registered RepresentativeCRD 1418751

  • Karalyn Hutton

    Karalyn Hutton

    Business Development DirectorCRD 7726483

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
666 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth